Cluster Sales Manager - Federal Bank

A
Position Overview

Position Title

Cluster Sales Manager

Department

Federal Bank

Level/ Band

Manager / 401

Role Summary : Dual responsibility of Joint
Field Work as well as team management.

-
Interact with Bank s
cluster head & bank employees and manage them on daily basis

-
Branches directly mapped to him/her.

-
Manage RMs mapped to him to help
them achieve sales targets

-
Ensuring that the persistency & productivity is maintained, ensures
quality of recruits
hired in the team, maintains & drives compliance at the zone.

B
Organizational Relationships

Reports To

Zonal Sales Manager

Supervises

KAMs

C
Job Dimensions

Geographic Area Covered

Zone/s

Stakeholders Internal

Supervisors, RMs, Ops,
Underwriting

External

Bank Channel Partner

D
Key Result
Areas

Interact
with Bank branch employee, Bank s
Cluster Head to help them achieve sales
targets & , while ensuring that the persistency & productivity is maintained

Provide guidance &support to Bank s employee, TATA AIA KAMs
and all stakeholders in terms of submissions, issuance , pending resolve etc

Maintain good relationship with
Bank s Cluster Head - interact with him regularly to assess business status. Take help from them
to push &
motivate them to maintain productivity

Maintain persistency by monitoring case size &
healthy product mix

Ensure that they are meeting their
team targets as well as individual sales
targets

Managing the
relationship between internal team and channel
partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the
Channel Partner

Ensure Recruitment is as per
plans

Regularly interact with HR to ensure that recruitment is as per
plan

Monitor the performance of RMs to promote them
to the next level

Ensure that KAMs meet their respective targets which will promote them to the next level

Maintain & drive
compliance at the
zone

Ensure adherence to SOPs & sales processes & instigate disciplinary action against those
fond breaching them

Top Line Growth/Business Enablement

Achievement of NB Premium target,
KAM Activation and Product mix

Business Enablers

Sales activity management, renewal collection, and high level
relationship

mapping with bank
staff (very important)

Risk

Own-up the risk of
the function by developing a risk aware culture through participation in measurement, analysis and mitigation of risks associated with the respective function. This includes development of risk response processes, participation in contingency and business continuity
programs and reporting of emerging
risks with potential impacts. Also
respond to risks highlighted by employees
through formal / informal mechanisms and advice on various risk management issues within the
organization and provide feedback. Participate
in implementing risk mitigation plan through optimum
resource allocation, monitoring and reporting on status.